Kraig Antonio Jackson

CRD 5526484 · Charles Schwab & Co., Inc. · Westlake, TX

IA RegisteredBroker

Also appears in the source record as: Kraig Jackson

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 7Series 6Series 66Series 65Series 63
Registered states (9): Alabama · California · Florida · Georgia · Kentucky · Massachusetts · South Carolina · Tennessee · Texas
Years in the industry (source record): 11
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (11)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Westlake, TX · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Atlanta, GA · IA capacity

start not retrieved → present
Schwab Wealth Advisory, Inc.Current
Atlanta, GA · IA capacity

start not retrieved → present
Vanguard Advisers, Inc.
Charlotte, NC · IA capacity

Sep 20, 2021 → Aug 13, 2025
Vanguard Marketing Corporation
Charlotte, NC · BC capacity

Sep 17, 2021 → Aug 13, 2025
Pnc Investments
Charlotte, NC · IA capacity

Mar 12, 2018 → Sep 15, 2021
Pnc Investments
Charlotte, NC · BC capacity

Mar 8, 2018 → Sep 15, 2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Charleston, SC · IA capacity

May 30, 2017 → Feb 27, 2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Charleston, SC · BC capacity

Mar 17, 2017 → Feb 27, 2018
Waddell & Reed, Inc.
Virginia Beach, VA · IA capacity

Aug 27, 2008 → Apr 30, 2010
Waddell & Reed, Inc.
Virginia Beach, VA · BC capacity

Jun 16, 2008 → Apr 30, 2010

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 5526484 ↗ FINRA BrokerCheck record for CRD 5526484 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.